How to Import Vendor Credits into QuickBooks Desktop

August 21, 2020

Import Vendor Credits into QuickBooks Desktop

QuickBooks accounting software supports importing vendor systems from the supported file format into QuickBooks Desktop by using Dancing Numbers software. You can download this software directly from the website Dancingnumbers.com. Follow this article and you will get to know how to import vendor credits into QuickBooks Desktop.

This tool is built exclusively for QuickBooks Desktop. This software supports all upgraded versions of QuickBooks such as QuickBooks Pro, Premier, and Enterprises.

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How to Import Vendor Credits into QuickBooks Desktop

To import vendor credits into QuickBooks Desktop, you have to pick this simplified import software to make things simpler and easier. Follow the below instructions and get the result.

  • First, you have to open the dashboard screen and click on the “Import button
  • Then, locate the “File Selection” option from the drop-down preferences.
  • After that, hit your next click on the “QuickBooks Transaction Type” just like “Vendor”
  • Then, choose your “Company File” to do this, either you can choose the file from the local computer folder or you can click on the “Browse File” option to browse the file
  • To locate the software sample file, click on the “Sample templates” in the local folder
  • Then, you are set to set up the “Mapping Settings” of your company file columns
  • This mapping will automatically work for you if you utilize the Dancing Numbers template file
  • Then, download the sample template file
  • To get confirmation about the above steps, review your overall company data in the “Review Grid Screen
  • Then, click on “Send to QuickBooks” to update your company file data into the QuickBooks Desktop.
Vendor Credit

Vendor Credit 1

Before Proceed Towards to Import Settings, Go Ahead with Details of “Mapping Fields”

Field Name

FormatDescription

Vendor name

Length of up to 41 characters

Name of the Vendor

Company Name

Length of up to 41 characters

Associated Company Name

Title

Length of up to 15 Characters

Vendor Title

First Name

Length of up to 25 characters

First Name of the Vendor

Middle Name

Length of up to 5 Characters

Vendor’s Middle Name

Last Name

Length of up to 25 characters

Vendor’s Last Name

Terms

Length of up to 31 Characters

Reference to the Term Associated

Currency

Text

Correct Currency Code

Account Number

Length of up to 99 Characters

The Account Name of the Vendor

Opening Balance

In Decimal

The open Balance Amount of the Vendor

Job Title

Length of up to 41 Characters

Job-Status

Main Phone Number

Length of up to 21 characters

Vendor’s Phone Number

Alternate Phone

Length of up to 21 CharactersVendor’s Alternate Phone Number

Main Email

Length of up to 1023 characters

Vendor’s Email Address

CC Email

Length of up to 1023 characters

Carbon Copy Email Address

Fax

Length of up to 21 characters

Fax Number

Billing Address Line 1

Length of up to 41 Characters

Beginning line of the Billing Address

Billing Address Line 2

Length of up to 41 Characters

The middle line of the Billing Address

Billing Address Line 3

Length of up to 41 CharactersThe last

or the third line of the billing address

Billing Address City

Length of up to 32 characters

Fill in the City Name

Billing Address Postal Code

Length of up to 13 characters

Zip code or Postal code

Address of Billing Country

Length of up to 31 characters

Name of the Billing Country

Billing Address State

Length of up to 21 characters

Region within a Country A Region-Name

Shipping Address Line 1

Length of up to 41 characters

First Line of the Shipping Address

Shipping Address Line 2

Length of up to 41 characters

Middle Line of the Shipping The Middles

Shipping Address Line 3

Length of up to 41 characters

Last Line of the Shipping Address

Print Name as Check

Length of up to 41  characters

Vendor’s Printed Name

Vendor TypeLength of up to 15 characters

Tax ID of the Vendor Name

You have to Set up Some Basic Import Settings

To set up the import settings, you find group settings of powerful customization for your company file data which is visible with import settings. The step is available in the review and import section from the import screen or just by a single click on the “Edit” under the “Menu bar” preferences. Here, you go with some most important settings for lists:

  • Take Action, When You Find a Matched List: In any case, if there is an existing list entity is found while searching with a given name rather than actions to be taken. You can easily select the “View” option to update/warn existing transactions in your QuickBooks Desktop.
  • Pre-import Validation: Make sure about the validation of the company file just before importing the QuickBooks Desktop version. To get this process, you have to turn on “Settings” to import all file rows only just after cleaning up all major/minor issues in the company file. This option may delay the import process by a little more time.

I hope the above information helps you to import the vendor credits into the QuickBooks Desktop. From our website, you can read more blogs related to QuickBooks import and export issues. You can drop your feedback in the below comment sections.

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Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number
+1-800-596-0806 or chat with experts.


FAQ

I want to Import Vendor Credits with Reference Numbers from the File. Will it be Supported?

Yes, It will be Supported.

Will DancingNumbers Application Support Multi-Line Transactions?

Yes, however, the same Credit Reference Number is required to be mentioned in multiple lines to group the lines.

I Made Some Mistakes in the Import Process and my QuickBooks Reports have been Corrupted. Can I undo or Revert my Import?

It is possible to undo the import partially/ completely with the Delete feature available.

My File has Some Specific Date Format. I Don’t Want to Change the File. Will Your Product Support All Date Formats?

No, It needs to specify the specific date format as MM/DD/YYYY.

I Don’t Want to Create Products Automatically for my Invoices; also I am Unable to Create Products before Each Upload. Will it be Supported?

Yes, It is. You can auto-create unavailable products/ services or you can also skip it during the Import process.

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